Our financial advisers

At a personal meeting, our financial advisers will help you understand and create an individualised portfolio depending on your savings goal and risk appetite. You will get advice from experts in the area of saving through investment funds who hold high-quality information about developments in capital markets.

Meet our financial advisers

Katja Bogataj Kopriva
Office location: Ljubljana
Sonja Lovše Bambič
Office location: Ljubljana
Borut Šivic
Office location: Kranj
Lidija Selič
Office location: Maribor
Petra Lamut Kolenac
Office location: Novo mesto
Peter Kren
Office location: Koper
Matej Vesić
Office location: Ljubljana

Pridite na posvet k strokovnjaku

Zaupajte nam svoje želje, sprejemljivo stopnjo tveganja, višino sredstev, ki jih želite oplemenititi in čas, ki ga imate na voljo za plemenitenje. Tako bomo skupaj najlažje sestavili portfelj skladov ali pripravili varčevalni načrt za vas.